Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.

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NCSIST and Shield AI complete autonomous drone mission

Shield AI and Taiwan’s National Chung-Shan Institute of Science and Technology (NCSIST) said on August 6, 2026, that they have successfully completed a live demonstration of a multi-drone cooperative autonomous search mission, using three Mighty Hornet III drones developed by NCSIST. The two sides said they will continue working together to expand the use of Shield AI’s Hivemind autonomous system across NCSIST research and development programs.

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Taiwan advances efforts to become global drone hub with non-China supply chain edge

Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone manufacturing as countries around the world accelerate buildouts of non-red supply chains. Drones have now evolved from tools for aerial photography into crucial elements of national defense, disaster response, and the rising low-altitude economy.

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Integrated ecosystems become focus of AI-driven smart vehicle development

The global automobile industry has been at the cusp of a critical transition into electrification and smart technologies, and the focus of future competition in the industry will move beyond mere performance to software-hardware integration, smart applications, and the building of cross-industry ecosystems, according to Larry Chang, director of planning and research and head of automobile electrification outreach at the Mechanical and Mechatronics Systems Research Labs (MMSL) of the Industrial Technology Research Institute (ITRI).

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Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence data center in Akita Prefecture, according to Bloomberg. Abu Dhabi sovereign wealth fund Mubadala Investment is expected to lead the investment in a project that could become Japan’s largest data center.

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Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins

Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based display driver IC maker reported second-quarter revenue of NT$6.82 billion, up 25.4% quarter-over-quarter and 16.6% year-over-year, as early stocking helped lift sales across its three main product lines.

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